I opened a OnePersonPlus Defined Benefit Plan and put away $150,000 in 2014 and another $120,000 in 2015 and it’s all a deduction. I figure at least 30% of it is a gift from the IRS.
Financial Advisors and CPAs nationwide work with us to offer Defined Benefit and Cash Balance Plans for 1-10 person companies – over 3500 plans opened.
Our plan consultants set up and administer plans to meet the contribution objectives of small business owners and individuals with high self-employment income. It’s all they do, every day.
Identify Client and
Run Illustration or
Call 866-269-2706 for Custom Proposal
Present Illustration to
Client – We can be on the Call
Dedicated DB Refines
Plan Design to Meet
Client Approves and
OnePersonPlus Advisor Program Overview
Explore the benefits of OnePersonPlus for you and your clientsLearn More
Doctors & Dentists DB Presentation
Use this presentation customized for medical professionals
Sign up for our Weekly Webinar
Learn the basics of defined benefit plansLearn More
Follow these steps to deliver the benefits of a OnePersonPlus Defined Benefit Plan
ORDER CLIENT BROCHURES
We’ll send you 10 Free DB and Cash Balance ClientLearn More
WHITE PAPER: NEW FLEXIBILITY IN DB PLANS
A well-designed plan accomodates business changes
Dedicated Defined Benefit Services has set up 3500 IRS-approved retirement plans for Professionals, Small Business Owners, and Individuals with Self-employment Income.
You may qualify to turn huge tax savings into retirement wealth. Are you a solo practitioner or business owner with 1-10 employees and able to contribute a significant amount of earned income for 3-5 years?
Getting Started with a Defined Benefit or Cash Balance Plan
ONEPERSONPLUS PROGRAM HIGHLIGHTS FOR BUSINESS OWNERSLearn More
Roadmap for Opening A Plan
Follow these steps to benefit from a OnePersonPlus Defined Benefit
Whitepaper: Introduction to Defined Benefit PlansLearn More
REVIEW A SAMPLE CASH BALANCE + 401(k) ILLUSTRATION
USE THIS FORM TO REQUEST A PERSONALIZED ILLUSTRATIONLearn More
Typical Defined Benefit Clients
Understand how our clients use defined benefit plans